Authentication

Connecting Recurly with Leapfin is very simple, and overall should not take more than 2-3 minutes. There are two pieces of information we need to import your Recurly data: your Recurly subdomain and your Recurly Private API key. Please follow the instructions below step-by-step:

Step 1: Log into your Recurly dashboard

URL: https://recurly.com

Step 2: Get Recurly Subdomain
On the left side navigation menu, please go to Configuration > Site Settings. Record the Recurly Subdomain.

Step 3: Get Recurly API Key: Part 1

Under the left side navigation menu, go to Developers > API Credentials. You can give us the Default API Key, but we recommend adding a new API key for Leapfin so you can manage access specifically for Leapfin, so please click on “Add Private API Key”.

Step 4: Get Recurly API Key: Part 2

We recommend the following settings:

Key Name: Leapfin
Read Only: Checked
Application Using this Key: Other…
Application Name: Leapfin

Then click Save Changes

Step 5: Get Recurly API Key: Part 3

Copy the Private API Key that you just created:

Step 6: Enter Subdomain and API Key into Leapfin

Log into Leapfin: https://app.leapfin.com/login
Click on your company name on the top right corner, and go to Integrations.
Select Recurly, and enter your Subdomain and Private API Key accordingly:

That's it! It may take some time for your first import depending on your volume of transactions

Data Type

Once authenticated, Leapfin will receive relevant data objects from Recurly's versioned API (v2018-08-09). The following object types are requested from a respective site and subdomain configured in Recurly:

To learn more about the API version and respective endpoints, click here.

Invoice

Invoices in Recurly represent any billing event involving credits or charges, transactions and credit payments for the event. Leapfin imports legacy and the latest up-to-date form of invoices for a particular site and account configured in Recurly. To learn more about the endpoint from which data is received, click here.

Sample Data

Note: Invoices created before the Credit Invoices feature was enabled on a Recurly site will have a type = "legacy". See the second example below for reference.

{
    "id": "lxtfyakdxxxx",
    "tax": 0.99,
    "paid": 12.99,
    "type": "charge",
    "state": "paid",
    "total": 12.99,
    "due_at": "2019-11-29T06:22:56Z",
    "number": "20605568",
    "object": "invoice",
    "origin": "purchase",
    "account": {
        "id": "lxtfxv5exxxx",
        "code": "e9df5efec533ac7154754ba47ba30000",
        "object": "account",
        "bill_to": "self",
        "company": null,
        "parent_account_id": null
    },
    "balance": 0,
    "currency": "USD",
    "discount": 27,
    "subtotal": 39,
    "tax_info": {
        "rate": 0.0825,
        "type": "usst",
        "region": "TX"
    },
    "closed_at": "2019-11-29T06:22:56Z",
    "net_terms": 0,
    "po_number": "subscription-3249949",
    "created_at": "2019-11-29T06:22:56Z",
    "line_items": {
        "data": [
            {
                "id": "lxtfya50xxxx",
                "tax": 0.99,
                "type": "charge",
                "uuid": "50249edc78bf658cb000004d4eae0000",
                "state": "invoiced",
                "amount": 12.99,
                "object": "line_item",
                "origin": "plan",
                "refund": false,
                "account": {
                    "id": "lxtfxv5eb000",
                    "code": "e9df5efec533ac7154754ba47ba30000",
                    "object": "account",
                    "bill_to": "self",
                    "company": null,
                    "parent_account_id": null
                },
                "plan_id": "fn4da1bxxxxx",
                "taxable": true,
                "currency": "USD",
                "discount": 27,
                "end_date": "2019-12-29T06:22:54Z",
                "quantity": 1,
                "subtotal": 39,
                "tax_code": null,
                "tax_info": {
                    "rate": 0.0825,
                    "type": "usst",
                    "region": "TX"
                },
                "add_on_id": null,
                "plan_code": "1mo-39-000000-notaxed-phone1",
                "created_at": "2019-11-29T06:22:56Z",
                "invoice_id": "lxtfyakxxxxx",
                "start_date": "2019-11-29T06:22:54Z",
                "tax_exempt": false,
                "updated_at": "2019-11-29T06:22:56Z",
                "add_on_code": null,
                "description": "1-month Super Bubble Gum",
                "unit_amount": 39,
                "product_code": "1mo-39-000000-notaxed-phone1",
                "credit_applied": null,
                "invoice_number": "20605000",
                "proration_rate": null,
                "accounting_code": "plan",
                "legacy_category": null,
                "subscription_id": "lxtfyaf9wxxx",
                "shipping_address": null,
                "refunded_quantity": null,
                "credit_reason_code": null,
                "previous_line_item_id": null,
                "original_line_item_invoice_id": null
            }
        ],
        "next": null,
        "object": "list",
        "has_more": false
    },
    "updated_at": "2019-11-29T06:22:56Z",
    "vat_number": null,
    "transactions": [
        {
            "id": "lxtfy4yqxxx0",
            "type": "purchase",
            "uuid": "50249edd5a074db9ba6895460700xxxx",
            "amount": 12.99,
            "object": "transaction",
            "origin": "api",
            "status": "success",
            "account": {
                "id": "lxtfxv5exx00",
                "code": "e9df5efec533ac7154754ba47ba39577",
                "object": "account",
                "bill_to": "self",
                "company": null,
                "parent_account_id": null
            },
            "invoice": {
                "id": "lxtfyakdxxxx",
                "type": "charge",
                "state": "paid",
                "number": "20605568",
                "object": "invoice"
            },
            "success": true,
            "currency": "USD",
            "refunded": false,
            "avs_check": "B",
            "cvv_check": "B",
            "voided_at": null,
            "created_at": "2019-11-29T06:22:54Z",
            "status_code": null,
            "collected_at": "2019-11-29T06:22:54Z",
            "status_message": null,
            "gateway_message": "Approved",
            "payment_gateway": {
                "id": "f6bdz8ubxxxx",
                "name": "Braintree",
                "type": "braintree_purple",
                "object": "payment_gateway"
            },
            "customer_message": null,
            "subscription_ids": [
                "lxtfyaf9wmjs"
            ],
            "collection_method": "automatic",
            "gateway_reference": "gv1bwxxx",
            "voided_by_invoice": null,
            "gateway_approval_code": "07670D",
            "gateway_response_code": "submitted_for_settlement",
            "gateway_response_time": 1.202,
            "customer_message_locale": "en",
            "gateway_response_values": {
                "amount": "12.99",
                "status": "submitted_for_settlement",
                "currency": "USD",
                "card_type": "credit",
                "last_four": "2831",
                "card_brand": "visa",
                "external_token": null,
                "payment_method": "credit_card",
                "processor_code": "1000"
            },
            "original_transaction_id": null
        }
    ],
    "customer_notes": null,
    "credit_payments": [
    ],
    "subscription_ids": [
        "lxtfyaf9wxxx"
    ],
    "collection_method": "automatic",
    "refundable_amount": 12.99,
    "previous_invoice_id": null,
    "terms_and_conditions": null,
    "vat_reverse_charge_notes": null
}

Sample Data (Legacy Invoice)

{
    "id": "k4fj72fyxxxx",
    "tax": 1.95,
    "paid": 0,
    "type": "legacy",
    "state": "paid",
    "total": 0,
    "due_at": "2019-01-03T10:07:27Z",
    "number": "14460000",
    "object": "invoice",
    "origin": "purchase",
    "account": {
        "id": "8l000",
        "code": "8a452758ed65b3996e4dd13290060000",
        "object": "account",
        "bill_to": "self",
        "company": null,
        "parent_account_id": null
    },
    "balance": 0,
    "currency": "USD",
    "discount": 9,
    "subtotal": 31,
    "tax_info": {
        "rate": 0.08875,
        "type": "usst",
        "region": "NY"
    },
    "closed_at": "2019-01-03T10:07:27Z",
    "net_terms": 0,
    "po_number": "subscription-2546383",
    "created_at": "2019-01-03T10:07:27Z",
    "line_items": {
        "data": [
            {
                "id": "d35mn",
                "tax": 0,
                "type": "credit",
                "uuid": "22932c3d68f568589f1be94339b00000",
                "state": "invoiced",
                "amount": -29,
                "object": "line_item",
                "origin": "debit",
                "refund": false,
                "account": {
                    "id": "8lk00",
                    "code": "8a452758ed65b3996e4dd13290060000",
                    "object": "account",
                    "bill_to": "self",
                    "company": null,
                    "parent_account_id": null
                },
                "plan_id": null,
                "taxable": false,
                "currency": "USD",
                "discount": 0,
                "end_date": null,
                "quantity": 1,
                "subtotal": -29,
                "tax_code": null,
                "tax_info": null,
                "add_on_id": null,
                "plan_code": null,
                "created_at": "2013-09-16T01:27:18Z",
                "invoice_id": "k4fj72fyxxxx",
                "start_date": "2013-09-16T01:27:18Z",
                "tax_exempt": false,
                "updated_at": "2019-01-03T10:07:27Z",
                "add_on_code": null,
                "description": "Groupon: G813786000",
                "unit_amount": -29,
                "product_code": null,
                "credit_applied": -18.9,
                "invoice_number": "14460000",
                "proration_rate": null,
                "accounting_code": "coupon",
                "legacy_category": "credits",
                "subscription_id": null,
                "shipping_address": null,
                "refunded_quantity": null,
                "credit_reason_code": null,
                "previous_line_item_id": null,
                "original_line_item_invoice_id": null
            },
            {
                "id": "jy1qsur5xxxx",
                "tax": 0,
                "type": "credit",
                "uuid": "48dc277b0cd3540f0a04b544529c0000",
                "state": "invoiced",
                "amount": -5.05,
                "object": "line_item",
                "origin": "debit",
                "refund": false,
                "account": {
                    "id": "8lk00",
                    "code": "8a452758ed65b3996e4dd13290060000",
                    "object": "account",
                    "bill_to": "self",
                    "company": null,
                    "parent_account_id": null
                },
                "plan_id": null,
                "taxable": false,
                "currency": "USD",
                "discount": 0,
                "end_date": null,
                "quantity": 1,
                "subtotal": -5.05,
                "tax_code": null,
                "tax_info": null,
                "add_on_id": null,
                "plan_code": null,
                "created_at": "2018-12-02T05:20:20Z",
                "invoice_id": "k4fj72fyxxxx",
                "start_date": "2013-09-16T01:25:50Z",
                "tax_exempt": false,
                "updated_at": "2019-01-03T10:07:27Z",
                "add_on_code": null,
                "description": "Groupon: G813786000",
                "unit_amount": -5.05,
                "product_code": null,
                "credit_applied": -5.05,
                "invoice_number": "14460000",
                "proration_rate": null,
                "accounting_code": "coupon",
                "legacy_category": "applied_credits",
                "subscription_id": null,
                "shipping_address": null,
                "refunded_quantity": null,
                "credit_reason_code": null,
                "previous_line_item_id": "d35mn",
                "original_line_item_invoice_id": "jy1qsv4bfkkk"
            },
            {
                "id": "k4fj72lm2xxx",
                "tax": 1.95,
                "type": "charge",
                "uuid": "4981f9d7011d89371cb6a5402e998000",
                "state": "invoiced",
                "amount": 23.95,
                "object": "line_item",
                "origin": "plan",
                "refund": false,
                "account": {
                    "id": "8lk00",
                    "code": "8a452758ed65b3996e4dd13290060000",
                    "object": "account",
                    "bill_to": "self",
                    "company": null,
                    "parent_account_id": null
                },
                "plan_id": "836mfg58z00x",
                "taxable": true,
                "currency": "USD",
                "discount": 9,
                "end_date": "2019-02-03T10:00:00Z",
                "quantity": 1,
                "subtotal": 31,
                "tax_code": null,
                "tax_info": {
                    "rate": 0.08875,
                    "type": "usst",
                    "region": "NY"
                },
                "add_on_id": null,
                "plan_code": "1mo-22-extra-toy-9-notax-phone12",
                "created_at": "2019-01-03T10:07:27Z",
                "invoice_id": "k4fj72fyybjj",
                "start_date": "2019-01-03T10:00:00Z",
                "tax_exempt": false,
                "updated_at": "2019-01-03T10:07:27Z",
                "add_on_code": null,
                "description": "12-month box with all toy",
                "unit_amount": 31,
                "product_code": "1mo-22-extra-toy-9-notax-phone12",
                "credit_applied": null,
                "invoice_number": "14460000",
                "proration_rate": null,
                "accounting_code": "plan",
                "legacy_category": "charges",
                "subscription_id": "jy1qsv96qgzi",
                "shipping_address": null,
                "refunded_quantity": null,
                "credit_reason_code": null,
                "previous_line_item_id": null,
                "original_line_item_invoice_id": null
            },
            {
                "id": "k4fj72lpexx7",
                "tax": 0,
                "type": "charge",
                "uuid": "4981f9d859185bb24396ce42088xxx00",
                "state": "invoiced",
                "amount": 10.1,
                "object": "line_item",
                "origin": "carryforward",
                "refund": false,
                "account": {
                    "id": "8lk00",
                    "code": "8a452758ed65b3996e4dd13290060000",
                    "object": "account",
                    "bill_to": "self",
                    "company": null,
                    "parent_account_id": null
                },
                "plan_id": null,
                "taxable": false,
                "currency": "USD",
                "discount": 0,
                "end_date": null,
                "quantity": 1,
                "subtotal": 10.1,
                "tax_code": null,
                "tax_info": null,
                "add_on_id": null,
                "plan_code": null,
                "created_at": "2019-01-03T10:07:27Z",
                "invoice_id": "k4fj72fyxxxx",
                "start_date": "2019-01-03T10:07:27Z",
                "tax_exempt": false,
                "updated_at": "2019-01-03T10:07:27Z",
                "add_on_code": null,
                "description": "Account credit carried forward",
                "unit_amount": 10.1,
                "product_code": null,
                "credit_applied": null,
                "invoice_number": "14460000",
                "proration_rate": null,
                "accounting_code": null,
                "legacy_category": "carryforwards",
                "subscription_id": null,
                "shipping_address": null,
                "refunded_quantity": null,
                "credit_reason_code": null,
                "previous_line_item_id": null,
                "original_line_item_invoice_id": null
            }
        ],
        "next": null,
        "object": "list",
        "has_more": false
    },
    "updated_at": "2019-01-03T10:07:27Z",
    "vat_number": null,
    "transactions": [
    ],
    "customer_notes": null,
    "credit_payments": [
    ],
    "subscription_ids": [
        "jy1qsv96qgzi"
    ],
    "collection_method": "automatic",
    "refundable_amount": null,
    "previous_invoice_id": null,
    "terms_and_conditions": null,
    "vat_reverse_charge_notes": null
}

Line Item

Line Items in Recurly represent charges and credits on a customer's invoice. Typically, these are accounted for with the Invoice object mentioned above but there are some scenarios in which line items do not appear on an invoice including adjustments issued for previously posted line items.

To learn more about the endpoint from which data is received, click here

Sample Data

{
    "id": "1ax7x",
    "tax": 0,
    "type": "charge",
    "uuid": "990c32d049bb4e7aa73f5cafa247000x",
    "state": "invoiced",
    "amount": 25,
    "object": "line_item",
    "origin": "plan",
    "refund": false,
    "account": {
        "id": "1cp37",
        "code": "[email protected]",
        "object": "account",
        "bill_to": "self",
        "company": null,
        "parent_account_id": null
    },
    "plan_id": "1ft9",
    "taxable": true,
    "currency": "USD",
    "discount": 0,
    "end_date": "2011-12-24T19:09:10Z",
    "quantity": 1,
    "subtotal": 25,
    "tax_code": null,
    "tax_info": null,
    "add_on_id": null,
    "plan_code": "yippers",
    "created_at": "2011-11-24T19:09:12Z",
    "invoice_id": "y98f",
    "start_date": "2011-11-24T19:09:10Z",
    "tax_exempt": false,
    "updated_at": "2011-11-24T19:09:12Z",
    "add_on_code": null,
    "description": "Big Box - 1 month",
    "unit_amount": 25,
    "product_code": "yipp",
    "credit_applied": null,
    "invoice_number": "1300",
    "proration_rate": null,
    "accounting_code": "",
    "legacy_category": "charges",
    "subscription_id": "e2xx",
    "shipping_address": null,
    "refunded_quantity": null,
    "credit_reason_code": null,
    "previous_line_item_id": null,
    "original_line_item_invoice_id": null
}

Mapping Logic

📘
Sensitivity & Date Format
Sensitivity
The following data fields are removed to avoid ingesting sensitive data into Leapfin:

email

cc_emails

first_name

last_name

address

shipping_addresses

billing_info

hosted_login_token

billing_address

payment_method

ip_address_v4

ip_address_country

shipping_address

Date Format
All date fields in Recurly objects are in datetime format with timezone (e.g. "2011-11-23T03:01:39Z"). They are converted to each respective organization's timezone when data is mapped in.

recurly-invoice

Leapfin retrieves a list of invoices from Recurly and each object is imported as a recurly-invoice record. Each object contains all the necessary data to create the following Leapfin data types:

leapfinInvoice
leapfinLineItem
leapfinTax
leapfinCredit
leapfinCreditNote
leapfinPayment
leapfinRefund
leapfinDispute

Create an Invoice

Leapfin will create an invoice record if recurly-invoice.type = "charge".

Target: `leapfinInvoice`(schema)	Source: `recurly-invoice`(schema)
objectType	"invoice"
id	`recurly-invoice.id`
externalSubtotal	`recurly-invoice.subtotal`
externalTotal	`recurly-invoice.total`
currencyCode	`recurly-invoice.currency`
date	`recurly-invoice.created_at`
status	- if `recurly-invoice.state` in ["pending", "processing", "past_due"], `status` = "open" - else if `recurly-invoice.state` = "paid", `status` = "paid" - else if `recurly-invoice.state` = "failed", `status` = "uncollectible"
issuedDate	`recurly-invoice.created_at`
dueDate	`recurly-invoice.due_at`
uncollectibleDate	- if `recurly-invoice.state` = "failed", `uncollectibleDate` = `recurly-invoice.closed_at` (need data format conversion) - else, `uncollectibleDate` = null
paidDate	- if `recurly-invoice.state` = "paid", `paidDate` = `recurly-invoice.closed_at` (need data format conversion) - else, `paidDate` = null
exchangeRates	null
customFields	- `type` = `recurly-invoice.type` - `origin` = `recurly-invoice.origin` - `invoiceNumber` = `recurly-invoice.number` - `customerNotes` = `recurly-invoice.customer_notes`
links	Add a link to the associated Customer record with: --objectType = "account" --id = `recurly-invoice.account.id`

Create a Line Item

📘
For invoices of type "charge", line-item type can only be "charge" (i.e. non-negative amount)

Leapfin will process each lineitem object defined in recurly-invoice.line_items.data[] and create a lineItem record if lineitem.type = "charge" AND leapfinInvoice.collectionMethod != "Manual"

Target: `leapfinLineItem`(schema)	Source: `recurly-invoice`(schema)
objectType	"lineItem"
id	`lineitem.id`
amount	`lineitem.subtotal`
currencyCode	`lineitem.currency`
date	`lineitem.created_at`
description	`lineitem.description`
discountAmount	`lineitem.discount`
quantity	`lineitem.quantity`
startDate	`lineitem.start_date`
endDate	`lineitem.end_date`
exchangeRates	none
customFields	- `taxAmount` = `lineitem.tax` - `netAmount` = `lineitem.amount` - `appliedCreditAmount` = `lineitem.credit_applied` - `type` = `lineitem.type` - `origin` = lineitem.`origin` - `subscriptionId` = lineitem.`subscription_id` - `productCode` = lineitem.`product_code` - `planCode` = lineitem.`plan_code` - `addonCode` = lineitem.`add_on_code`
links	Add a link to the associated Invoice record with: --objectType = "invoice" --id = `lineitem.invoice_id`

Create a Tax

Leapfin will process each lineitem object defined in recurly-invoice.line_items.data[] and create a Tax record if lineitem.tax!= 0

Target: `leapfinTax`(schema)	Source: `recurly-invoice`(schema)
objectType	"tax"
id	`lineitem.id`
amount	`lineitem.tax`
currencyCode	`lineitem.currency`
date	`lineitem.created_at`
description	" "
exchangeRates	none
customFields	- `rate` = `lineitem.tax_info.rate` - `type` = `lineitem.tax_info.type` - `region` = `lineitem.tax_info.region`
links	Add a link to the associated lineItem record with: --objectType = "lineitem" --id =`lineitem.id`

Create a Credit Note

Leapfin will create a Credit Note record if recurly-invoice.type = "credit" and recurly-invoice.origin not in ["carryforward_credit", "carryforward_gift_credit"]

Target: `leapfinCreditNote`(schema)	Source: `recurly-invoice`(schema)
externalSubtotal	`recurly-invoice.subtotal`(negative value)
externalTotal	`recurly-invoice.total` (negative value)
currencyCode	`recurly-invoiceata.currency`
issuedDate	`recurly-invoicedata.created_at`
status	- if `recurly-invoice.state` in ["open", "processing", "closed"], `status` = "issued" - else if `recurly-invoice.state` = "voided", `status` = "voided"
description	" "
exchangeRates	none
customFields	- `type` = `recurly-invoice.type` - `origin` = `recurly-invoice.origin` - `invoiceNumber` = `recurly-invoice.number` - `customerNotes` = `recurly-invoice.customer_notes`
links	Add a link to the associated Customer record with: --objectType = "customer" --id = `recurly-invoice.account.id` Add a link to the associated Invoice record with: --objectType = "invoice" --id = `recurly-invoice.previous_invoice_id`

📘
Refunds in Recurly
When issuing refunds on Recurly, a credit invoice (i.e. credit note) is created. Users can choose to refund such credit as credit balance or back to original payment method (i.e. cash. to customer) by specifying refund_method (reference).
For credit invoice, recurly-invoice.total can be separated into 4 components:

Cash refund (i.e. recurly-invoice.transactions[].type = “refund”)

Void original payment (i.e. recurly-invoice.transactions[].type = “purchase” and status = “void”)

credit payment (i.e. recurly-invoice.credit_payments[])

remaining balance (i.e. recurly-invoice.balance[])

Leapfin considers “total - cash refund - voided payment” (i.e. “credit payment + balance”) as issuance amount, which can only be consumed by credit payment.

Create a Credit

Applied Credit

For each creditPayment in recurly-invoice.credit_payments[], Leapfin will create a Credit record if creditPayment.action != “refund”

Target: `leapfinCredit` (schema)	Source: `recurly-invoice`(schema)
objectType	"credit"
id	`creditPayment.id`
type	"application"
amount	`creditPayment.amount`
currencyCode	`creditPayment.currency`
date	`creditPayment.created_at`
startDate	none
endDate	none
description	" "
exchangeRates	none
customFields	- if `recurly-invoice.id` = `recurly-credit-payment.original_invoice.id` (i.e. confirm this is the original invoice) - set `customField.XXX` = `recurly-invoice.XXX` - else, fetch `recurly-invoice` from intermediate object based on `recurly-credit-payment.original_invoice.id` - set `customField.XXX` = `recurly-invoice.XXX` - `creditIssuedByInvoiceId` = creditPayment.`original_invoice.id` - `customFields`. uuid = data.`uuid` - `customFields`. origin = data.`origin` - `customFields`.`type` = `recurly-invoice.type` - `customFields`.location = data.`tax_info`.region - `customFields`.productCode = data.productCode - `customFields`.description = data.`description` - `customFields`. action = creditPayment.action - `customFields`. issuanceDate = data.created_at
links	If created, add a link to the associated Invoice record with: Otherwise, if created, add a link to the associated creditNote record with:

Adjustment Credit

Leapfin will process all objects in recurly-invoice.transactions[] and create a Credit record if at least one item has item.voided_by_invoice.id = recurly-invoice.id

Target: `leapfinCredit` (schema)	Source: `recurly-invoice`(schema)
objectType	"credit"
id	`recurly-invoice.id`
type	“adjustment”
amount	`recurly-invoice.total` (negative)
currencyCode	`recurly-invoice.currency`
date	`recurly-invoice.created_at`
startDate	none
endDate	none
description	" "
exchangeRates	none
customFields	- uuid = `recurly-invoice.uuid` - origin = `recurly-invoice.origin` - type = `recurly-invoice.type` - location = `recurly-invoice.tax_info.region` - issuanceDate = `recurly-invoice.created_at`
links	Add a link to the associated creditNote record with: --objectType: "creditNote" --id: `recurly-invoice.id` for each lineitem in `recurly-invoice.line_items.data[]` , if `ineitem.previous_line_item_id` is not null, then add a link to the associated lineitem object: --objectType: "lineItem" --id: `lineitem.previous_line_item_id` if `lineitem.tax ≠ 0`, then add a link to the associated tax object: --objectType: "tax" --id: `lineitem.previous_line_item_id`

Issued Credit

Leapfin will create a Credit record if recurly-invoice.balance ≠ 0 or at least one item in recurly-invoice.credit_payments[] has original_invoice.id = recurly-invoice.id

Target: `leapfinCredit` (schema)	Source: `recurly-invoice`(schema)
objectType	"credit"
id	`recurly-invoice.id`
type	"issuance"
amount	for items in `recurly-invoice.credit_payments[]`, select those that have `original_invoice.id = recurly-invoice.id` and set `amount = negative(recurly-invoice.balance) + sum of (selected item.amount)`
currencyCode	`recurly-invoice.currency`
date	`recurly-invoice.created_at`
startDate	none
endDate	none
description	none
exchangeRates	none
customFields	- `customFields`. uuid = data.`uuid` - `customFields`. origin = data.`origin` - `customFields`.`type` = `recurly-invoice.type` - `customFields`.location = data.`tax_info`.region - `customFields`.productCode = data.productCode - `customFields`.description = data.`description` - `customFields`. action = data.`credit_reason_code` - `customFields`. issuanceDate = data.created_at
links	Add a link to the associated creditNote record with: --objectType: "creditNote" --id: `recurly-invoice.integration_id` for each lineitem in `recurly-invoice.line_items.data[]` : - if `lineitem.previous_line_item_id` is not null: - Add a link to the associated lineItem record with: --objectType: "lineItem" --id: `recurly-invoice.integration_id` - if `lineitem.tax` ≠ 0 - Add a link to the associated tax record with: --objectType: "tax" --id: `lineitem.previous_line_item_id`

Create a Payment

Leapfin will process each transaction in recurly-invoice.transactions[] and create a Payment record if transaction.type is equal to one of ["authorization", "capture", "purchase"]

Target: `leapfinPayment`(schema)	Source: `recurly-invoice`(schema)
objectType	"payment"
id	`transaction.id`
amount	`transaction.amount`
currencyCode	`transaction.currency`
date	`transaction.created_at`
status	- if `transaction.status` in ["pending", "scheduled", "processing"], then`status` = "pending" - else if `transaction.status` in ["success", "chargeback"], then `status` = "succeeded" - else if `transaction.status` in ["declined", "error", "void"], then `status` = "failed"
succeededDate	`transaction.collected_at`
description	`transaction.status_message`
exchangeRates	null
customFields	- `customerMessage` = `transaction.customer_message` - `paymentGatewayType` = `transaction.payment_gateway.type` - `gatewayReference` = `transaction.gateway_reference` - `gatewayMessage` = `transaction.gateway_message` - `gatewayResponse` = `transaction.gateway_response_values`
links	If `recurly-invoice.type`="charge" or (`recurly-invoice.type`="legacy" and `recurly-invoice.origin` = "purchase"), add a link to the associated invoice record with: --objectType: "invoice" --id: `recurly-invoice.integration_id` Else, if the following conditions are met: (`recurly-invoice.type` = "credit" and `recurly-invoice.origin` not in ["carryforward_credit", "carryforward_gift_credit"]) or (`recurly-invoice.type` = "legacy" and `recurly-invoice.origin` in ["line_item_refund", "open_amount_refund"]) then, add a link to the associated creditNote record with: --objectType: "creditNote" --id: - `leapfinId.externalId` = `transaction.voided_by_invoice.id`

Create a Refund

Leapfin will process each transaction in recurly-invoice.transactions[]and create a Refund record if transaction.type = "Refund" and transaction.origin!= "chargeback"

Target: `LeapfinRefund`(schema)	Source: `recurly-invoice`(schema)
objectType	"refund"
id	`transaction.id`
amount	`transaction.amount`
currencyCode	`transaction.currency`
date	`transaction.created_at`
status	- if transaction.`status` in ["pending", "scheduled", "processing"], `status` = "pending" - else if transaction.`status` in ["success", "chargeback"], `status` = "succeeded" - else if transaction.`status` in ["declined", "error"], `status` = "failed" - else if transaction.`status` = "void": - if transaction.`success` = True, then `status` = "succeeded" - else, `status` = "failed"
description	`transaction.status_message`
exchangeRates	none
customFields	- `customerMessage` =`transaction.customer_message` - `paymentGatewayType` = `transaction.payment_gateway.type` - `gatewayReference` = `transaction.gateway_reference` - `gatewayMessage` = `transaction.gateway_message` - `gatewayResponse` = `transaction.gateway_response_values`
links	if `transaction.original_transaction_id` is not null, then add a link to the associated Payment record with: --objectType: "payment" --id: `transaction.original_transaction_id` else, if the following condition is met: (`recurly-invoice.type` = "credit" and `recurly-invoice.origin` not in ["carryforward_credit", "carryforward_gift_credit"]) or (`recurly-invoice.type` = "legacy" and `recurly-invoice.origin` in ["line_item_refund", "open_amount_refund"]) then, add a link to the associated creditNote: --objectType: `transaction.invoice.id` --id: `creditNote` for each lineitem in `recurly-invoice.line_items.data[]`: - if `lineitem.previous_line_item_id` is not null, then add a link to the associated lineItem record with: --objectType: "lineItem" --id: `lineitem.previous_line_item_id` - else, if `lineitem.tax` ≠ 0, then --objectType: "tax" --id: `lineitem.previous_line_item_id`

Create a Dispute

Leapfin will process each transaction in recurly-invoice.transactions[] and create a Dispute record if transaction.type = "Refund" and transaction.origin = "chargeback"

Target: `LeapfinDispute`(schema)	Source: `recurly-invoice`(schema)
objectType	"dispute"
id	`transaction.id`
amount	`transaction.amount`
currencyCode	`transaction.currency`
status	"lost" (Note: All chargebacks are considered lost)
initiatedDate	`transaction.created_at`
resolvedDate	`transaction.collected_at`
description	`transaction.status_message`
exchangeRates	none
customFields	- `customerMessage` = `transaction.customer_message` - `paymentGatewayType` = `transaction.payment_gateway.type` - `gatewayReference` = `transaction.gateway_reference` - `gatewayMessage` = `transaction.gateway_message` - `gatewayResponse` = `transaction.gateway_response_values`
links	if `transaction.original_transaction_id` is not null, then add a link to the associated payment record with: If created, then add a link to the associated creditNote record with:

recurly-line-item

recurly-line-item objects are mapped into Leapfin separately from recurly-invoice objects typically in adjustment scenarios where it is not recorded as a line item within the recurly-invoice object.

Create a Credit Note Item

Leapfin will create a creditNoteItem record if recurly-invoice.type = “credit” and recurly-invoice.state = “pending”

Target: `leapfinCreditNoteItem`(schema)	Source: `recurly-invoice`(schema)
objectType	"credit-note-item"
id	`recurly-invoice.id`
amount	`recurly-invoice.amount`
currencyCode	`recurly-invoice.currency`
date	`recurly-invoice.created_at`
description	`recurly-invoice.description`
startDate	none
endDate	none
exchangeRates	none
customFields	- `creditReasonCode` = `recurly-invoice.credit_reason_code` - `planId` = `recurly-invoice.plan_id` - `uuid` = `recurly-invoice.uuid` - `origin` = `recurly-invoice.origin` - `type` = “recurly-line-item” - `location` = `recurly-invoice.tax_info.region` - `productCore` = `recurly-invoice.plan_code`
links	none

recurly-invoice (Legacy)

Invoices created before the Credit Invoices feature was enabled on a Recurly site will have a type of legacy. Leapfin will process such objects under the condition that recurly-invoice.type = "legacy".

To read more about changes please refer to the changelogs or Invoices document mentioned in Recurly documentation.

Create an Invoice

Leapfin will create an invoice ifrecurly-invoiceata.origin = "purchase"

Target: `leapfinInvoice`(schema)	Source: `recurly-invoice`(schema)
objectType	"invoice"
id	`recurly-invoice.id`
externalSubtotal	`recurly-invoice.subtotal`
externalTotal	`recurly-invoice.total`
currencyCode	`recurly-invoice.currency`
date	`recurly-invoice.created_at`
status	- if `recurly-invoice.state` in ["pending", "processing", "past_due"], `status` = "open" - else if `recurly-invoice.state` = "paid", `status` = "paid" - else if `recurly-invoice.state` = "failed", `status` = "uncollectible"
issuedDate	`recurly-invoice.created_at`
dueDate	`recurly-invoice.due_at`
uncollectibleDate	- if `recurly-invoice.state` = "failed", `uncollectibleDate` = `recurly-invoice.closed_at` (need data format conversion) - else, `uncollectibleDate` = null
paidDate	- if `recurly-invoice.state` = "paid", `paidDate` = `recurly-invoice.closed_at` (need data format conversion) - else, `paidDate` = null
exchangeRates	none
customFields	- `type` = `recurly-invoice.type` - `origin` = `recurly-invoice.origin` - `invoiceNumber` = `recurly-invoice.number` - `customerNotes` = `recurly-invoice.customer_notes`
links	Add a link to the associated customer record with: --objectType: "customer" --id: `recurly-invoice.account.id`

Create a Tax

For each lineitem in recurly-invoice.line_items.data[], Leapfin will create a Tax record if lineitem.legacy_category = "charges" & lineitem.tax ≠ 0

Target: `leapfinTax`(schema)	Source: `recurly-invoice`(schema)
objectType	"tax"
id	`lineitem.id`
amount	`lineitem.tax`
currencyCode	`lineitem.id`
date	`lineitem.currency`
description	" "
exchangeRates	null
customFields	- `rate` = lineitem.`tax_info.rate` - `type` = lineitem.`tax_info.type` - `region` = lineitem.`tax_info.region`
links	Add a link to the associated lineItem record with: --objectType: "lineitem" --id: `lineitem.id`

Create a Line Item

For each line item in recurly-invoice.line_items.data[], Leapfin will create a Line Item record if lineitem.legacy_category = "charges"

Target: `leapfinLineItem`(schema)	Source: `recurly-invoice`(schema)
objectType	"lineitem"
id	`lineitem.id`
amount	`lineitem.subtotal`
currencyCode	`lineitem.currency`
date	`lineitem.created_at`
description	`lineitem.description`
discountAmount	`lineitem.discount`
quantity	`lineitem.quantity`
startDate	`lineitem.start_date`
endDate	`lineitem.end_date`
exchangeRates	none
customFields	- `taxAmount` = lineitem.`tax` - `netAmount` = lineitem.`amount` - `appliedCreditAmount` = lineitem.`credit_applied` - `type` = lineitem.`type` - `origin` = lineitem.`origin` - `legacyCategory` = lineitem.`legacy_category` - `subscriptionId` = lineitem.`subscription_id` - `productCode` = lineitem.`product_code` - `planCode` = lineitem.`plan_code` - `addonCode` = lineitem.`add_on_code`
links	Add a link to the associated invoice record with: --objectType: "invoice" --id: `lineItem.invoice_id`

Create a Credit

Issued Credit

Leapfin will create a Credit record iflineitem.legacy_category = "charges"

Target: `leapfinCredit` (schema)	Source: `recurly-invoice`(schema)
objectType	"credit"
id	`lineitem.id`
amount	`negative lineitem.amount`
currencyCode	`lineitem.currency`
date	`lineitem.created_at`
startDate	`lineitem.start_date`
endDate	`lineitem.end_date`
description	`lineitem.`description``
exchangeRates	none
customFields	- `taxAmount` = lineitem.`tax` - `netAmount` = lineitem.`amount` - `type` = lineitem.`type` - `origin` = lineitem.`origin` - `legacyCategory` = lineitem.`legacy_category` - `subscriptionId` = lineitem.`subscription_id` - `productCode` = lineitem.`product_code` - `planCode` = lineitem.`plan_code` - `addonCode` = lineitem.`add_on_code`
links	Add a link to the associated invoice record with: --objectType: "invoice" --id: `lineitem.invoice_id`

Applied Credit

Leapfin will create a Credit if lineitem.credit_applied is not null or 0

Target: `leapfinCredit` (schema)	Source: `recurly-invoice`(schema)
objectType	"credit"
id	`lineitem.id`
type	"application"
amount	`lineitem.credit_applied` (always negative)
currencyCode	`lineitem.currency`
date	`lineitem.created_at`
startDate	`lineitem.start_date`
endDate	`lineitem.end_date`
description	`lineitem.description`
exchangeRates	none
customFields	- `invoiceUUID` = invoice.uuid - `taxAmount` = lineitem.`tax` - `netAmount` = lineitem.`amount` - `type` = lineitem.`type` - `origin` = lineitem.`origin` - `legacyCategory` = lineitem.`legacy_category` - `subscriptionId` = lineitem.`subscription_id` - `productCode` = lineitem.`product_code` - `planCode` = lineitem.`plan_code` - `addonCode` = lineitem.`add_on_code` - `creditIssuedByLineItemId` = lineitem.`id`
links	Add a link to the associated invoice record with: --objectType: "invoice" --id: `lineItem.invoice_id`

Leapfin will create a Credit record if lineitem.legacy_category = "applied_credits"

Target: `leapfinCredit` (schema)	Source: `recurly-invoice`(schema)
objectType	"credit"
id	lineitem.id
type	"application"
currencyCode	`lineitem.currency`
date	`lineitem.created_at`
startDate	`lineitem.start_date`
endDate	`lineitem.end_date`
description	`lineitem.description`
exchangeRates	null
customFields	- `invoiceUUID` = invoice.uuid - `taxAmount` = lineitem.`tax` - `netAmount` = lineitem.`amount` - `appliedCreditAmount` = lineitem.`credit_applied` - `type` = lineitem.`type` - `origin` = lineitem.`origin` - `legacyCategory` = lineitem.`legacy_category` - `subscriptionId` = lineitem.`subscription_id` - `productCode` = lineitem.`product_code` - `planCode` = lineitem.`plan_code` - `addonCode` = lineitem.`add_on_code` - `creditIssuedByLineItemId` = lineitem.`previous_line_item_id`
links	Add a link to the associated invoice record with: --objectType: "invoice" --id: `lineItem.invoice_id`

Create a Credit Note

Leapfin will create a Credit Note record if recurly-invoice.origin in ["line_item_refund", "open_amount_refund"]

Target: `leapfinCreditNote`(schema)	Source: `recurly-invoice`(schema)
objectType	"creditNote"
id	`recurly-invoice.id`
externalSubtotal	`recurly-invoice.subtotal` (negative)
externalTotal	`recurly-invoice.total` (negative)
currencyCode	`recurly-invoice.currency`
issuedDate	`recurly-invoice.created_at`
status	- if `recurly-invoice.state` in ["pending", "past due", "processing", "paid"], `status` = "issued" - else if `recurly-invoice.state` = "failed", `status` = "voided"
description	" "
exchangeRates	none
customFields	- `type` = `recurly-invoice.type` - `origin` = `recurly-invoice.origin` - `invoiceNumber` = `recurly-invoice.number` - `customerNotes` = `recurly-invoice.customer_notes` - if `save_credit_note_item` = True: - if `recurly-invoice.line_items.has_more` = true, then continuously retrieve more data from `recurly-invoice.line_items.next` until exhausted, then - set `creditNoteItems` = `recurly-invoice.line_items.data[]` (include all retrieved data)
links	Add a link to the associated customer record with: --objectType: "customer" --id: `recurly-invoice.account.id` Add a link to the associated invoice record with: --objectType: "invoice" --id: `recurly-invoice.previous_invoice_id`